See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,840 | $80,968+20.8% | $96,544+1.3% | $75,163+30.2% |
| Participation rate | 57.1% | 71.8%-14.6pp | 76.0%-18.8pp | 67.2%-10.0pp |
| Annual return | 14.29% | 27.06%-12.8pp | 25.84%-11.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,545 | $2,282-32.3% | $2,965-47.9% | $2,670-42.1% |
| Participant deferral / active EE | $2,460 | $3,928-37.4% | $4,851-49.3% | $4,125-40.4% |
| Admin fee / account holder | $935 | $6,724-86.1% | $8,252-88.7% | $5,651-83.4% |